See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,795 | $107,334+3.2% | $92,893+19.3% | $152,861-27.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 19.38% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,258 | $4,221-46.5% | $3,653-38.2% | $4,762-52.6% |
| Participant deferral / active EE | $4,888 | $4,845+0.9% | $4,236+15.4% | $5,850-16.4% |
| Admin fee / account holder | $519 | $7,079-92.7% | $5,794-91.0% | $11,596-95.5% |